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Marion Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Marion Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Hold
2,600
– – 0.04% 152
2026
Q1 		$210K Hold
2,600
– – 0.05% 140
2025
Q4 		$204K Hold
2,600
– – 0.05% 142
2025
Q3 		$217K Hold
2,600
– – 0.05% 125
2025
Q2 		$219K Hold
2,600
– – 0.05% 126
2025
Q1 		$214K Hold
2,600
– – 0.06% 122
2024
Q4 		$220K Sell
2,600
-100
-4% -$8.85K 0.06% 123
2024
Q3 		$241K Buy
+2,700
New +$215K 0.06% 117

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Marion Wealth Management's PEG Position: Q2 2026 in Review

Marion Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 2,600 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #152.

Marion Wealth Management first reported a position in PEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $241K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Marion Wealth Management held 2,600 shares of Public Service Enterprise Group worth $211K as of Q2 2026.
  • Marion Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.04% of Marion Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Marion Wealth Management first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 8 quarters since.
  • Marion Wealth Management's Public Service Enterprise Group position peaked at $241K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.